Friends, this week we explore the current state of CBDCs internationally, and celebrate this year's winners of the National Back Office Heroes Day, plus more! READ UP!!
A back office hero is someone who ensures the behind-the-scenes work is taken care of in a wealth management firm so others can devote more of their focus to helping cli…
There are two primary types of blockchains: public and private, each having its unique advantages, and disadvantages relevant to different enterprise and industry needs.
As face-to-face meetings and prospecting decreased, having a digital presence became a life-and-death situation for most firms, prompting MarTech buying decisions.
A first-ever-of-its-kind twelve-session blockchain educational course is currently being created for high school & community college students under the leadership of…
By Chris Hamman Central Bank Digital Currencies (CBDCs) recently picked up steam. Several countries have explored pilot projects with mixed success. CBDCs have fac…
By Christopher Hamman Will the 2024 presidential race be all about crypto? It looks that way with candidates from both parties declaring their positions (you'd be surp…
Custodia Bank founder Caitlin Long has become a household name in blockchain circles & is providing guidance for the WYO BEE Initiative
Are you thinking about an IPO? The second half of 2023 may not be the best time for tech companies seeking an IPO, especially those that are venture-backed (and not prof…
By Christopher Hamman With the markets slightly rattled and as everyone keenly watches how the politicians in D.C. sort themselves out, industry innovation continued to…
Most of us probably feel like we already have a foot out the door for the upcoming holiday weekend—but there’s one more week of advisor tech news to squeeze in before we…
Smarsh earlier this week announced that it has combined subsidiaries Privva and Entreda with the company’s professional archive platform. The move results in one “unifie…